13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001909570
申报总市值
US$1.2亿
US$1.2亿
56 檔
21.0%
在 Q1 2026 申报期间，Figure 8 Investment Strategies LLC（CIK: 0001909570）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.2亿，共持有 56 个公开申报仓位。
在 Q1 2026，Figure 8 Investment Strategies LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 9 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Figure 8 Investment Strategies LLC 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 21.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 6.41% | -0.20% | -4.83% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.50% | +0.44% | -19.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.08% | -0.63% | -1.71% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.80% | +0.90% | -31.35% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.54% | -0.66% | -21.88% | |
| 6 | GLW | Corning Inc | 股票-科技 | 3.19% | +0.76% | -13.77% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.04% | -0.60% | -8.62% | |
| 8 | TT | Trane Technologies plc | 股票-工业 | 3.01% | +0.06% | -12.72% | |
| 9 | NXT | Nextpower Inc-cl A | 股票-科技 | 2.98% | -0.83% | -2.65% | |
| 10 | AMAL | Amalgamated Financial CORP | 股票-其他 | 2.51% | +0.10% | -18.86% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 2.49% | +1.82% | -9.60% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.48% | +0.63% | -2.09% | |
| 13 | WAT | Waters CORP | 股票-医疗保健 | 2.30% | +0.21% | +2.24% | |
| 14 | LIN | Linde plc | 股票-原材料 | 2.29% | -0.21% | -4.07% | |
| 15 | XYL | Xylem Inc | 股票-工业 | 2.29% | -0.50% | -2.73% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 2.24% | -0.77% | -3.08% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 2.12% | +0.63% | -0.61% | |
| 18 | DE | Deere & Co | 股票-工业 | 2.04% | -0.03% | -5.33% | |
| 19 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.01% | +0.50% | -14.45% | |
| 20 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.01% | +0.02% | +50.97% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.82% | -0.30% | +44.58% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.79% | -0.39% | +116.57% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.74% | -0.82% | +7.54% | |
| 24 | PLD | Prologis Inc | 股票-房地产 | 1.72% | -0.19% | -1.13% | |
| 25 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.70% | -0.24% | — | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.64% | -0.31% | -2.33% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.59% | -0.05% | +63.98% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 1.56% | -0.51% | +1.83% | |
| 29 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.54% | -0.45% | -2.85% | |
| 30 | FSLR | First Solar Inc | 股票-科技 | 1.52% | +0.09% | +1.09% | |
| 31 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 1.51% | -0.08% | -27.11% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.45% | -0.25% | -6.43% | |
| 33 | APTV | Aptiv PLC | 股票-周期性消费 | 1.42% | -0.25% | +1.03% | |
| 34 | NVT | nVent Electric plc | 股票-工业 | 1.31% | +0.32% | +0.95% | |
| 35 | AVY | Avery Dennison CORP | 股票-周期性消费 | 1.25% | -0.26% | +0.01% | |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 1.25% | +0.10% | +3.42% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 1.20% | -0.54% | -6.90% | |
| 38 | INTC | Intel CORP | 股票-科技 | 1.16% | +1.17% | -10.56% | |
| 39 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.15% | -1.15% | EXIT | |
| 40 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.09% | +0.62% | +8.59% | |
| 41 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.99% | -0.24% | +0.04% | |
| 42 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.92% | +0.17% | +0.56% | |
| 43 | NYT | New York Times Co-a | 股票-通信服务 | 0.90% | -0.23% | -2.01% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.76% | +0.83% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | -0.03% | -35.28% | |
| 46 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.69% | -0.16% | -4.06% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.67% | +0.08% | — | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.64% | +0.03% | -2.37% | |
| 49 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.58% | +0.56% | +16.95% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -10.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1% | -13.77% | 减仓 |
| 2 | NXT | Nextpower Inc-cl A | +1% | -2.65% | 减仓 |
| 3 | SPGI | S&p Global Inc | +0.9% | +116.57% | 加仓 |
| 4 | DHI | Dr Horton Inc | +0.7% | +50.97% | 加仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.7% | +63.98% | 加仓 |
| 6 | ASML | ASML Holding N.V. | +0.6% | -0.61% | 减仓 |
| 7 | DIS | Walt Disney Co/the | +0.5% | +44.58% | 加仓 |
| 8 | LIN | Linde plc | +0.4% | -4.07% | 减仓 |
| 9 | DE | Deere & Co | +0.4% | -5.33% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.4% | -8.62% | 减仓 |
| 11 | NVT | nVent Electric plc | +0.3% | +0.95% | 加仓 |
| 12 | GSK | Gsk Plc-spon Adr | +0.3% | +8.59% | 加仓 |
| 13 | ICE | Intercontinental Exchange In | +0.2% | +7.54% | 加仓 |
| 14 | NYT | New York Times Co-a | +0.2% | -2.01% | 减仓 |
| 15 | PLD | Prologis Inc | +0.2% | -1.13% | 减仓 |
| 16 | AMAL | Amalgamated Financial CORP | +0.2% | -18.86% | 减仓 |
| 17 | NFLX | Netflix Inc | +0.2% | -3.08% | 减仓 |
| 18 | FLEX | Flex Ltd. | +0.2% | -9.60% | 减仓 |
| 19 | INTC | Intel CORP | +0.2% | -10.56% | 减仓 |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | +0.2% | +3.42% | 加仓 |
| 21 | AWK | American Water Works Co Inc | +0.1% | +0.04% | 加仓 |
| 22 | TT | Trane Technologies plc | +0.1% | -12.72% | 减仓 |
| 23 | AVY | Avery Dennison CORP | +0.1% | +0.01% | 加仓 |
| 24 | MELI | Mercadolibre Inc | +0.1% | +16.95% | 加仓 |
| 25 | MU | Micron Technology Inc | 0% | -11.73% | 减仓 |
| 26 | PNC | Pnc Financial Services Group | 0% | +3.45% | 加仓 |
| 27 | APTV | Aptiv PLC | 0% | +1.03% | 加仓 |
| 28 | SYK | Stryker CORP | — | -2.33% | 减仓 |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | — | -6.40% | 减仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -10.00% | 减仓 |
| 31 | LEVI | Levi Strauss & Co- Class A | 0% | +0.56% | 加仓 |
| 32 | AVB | Avalonbay Communities Inc | 0% | -2.37% | 减仓 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | -10.21% | 减仓 |
| 34 | COO | Cooper Cos Inc/the | -0.1% | -4.06% | 减仓 |
| 35 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -2.85% | 减仓 |
| 36 | HASI | Ha Sustainable Infrastructur | -0.1% | -27.11% | 减仓 |
| 37 | DHR | Danaher CORP | -0.1% | +1.83% | 加仓 |
| 38 | XYL | Xylem Inc | -0.2% | -2.73% | 减仓 |
| 39 | AAPL | Apple Inc | -0.2% | -4.83% | 减仓 |
| 40 | BSX | Boston Scientific CORP | -0.2% | +2.34% | 加仓 |
| 41 | V | Visa Inc-class A Shares | -0.2% | -2.09% | 减仓 |
| 42 | FSLR | First Solar Inc | -0.3% | +1.09% | 加仓 |
| 43 | SONY | Sony Group CORP - Sp Adr | -0.3% | -6.43% | 减仓 |
| 44 | WAT | Waters CORP | -0.3% | +2.24% | 加仓 |
| 45 | NXPI | NXP Semiconductors N.V. | -0.4% | -14.45% | 减仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.4% | -35.28% | 减仓 |
| 47 | TJX | Tjx Companies Inc | -0.4% | -21.88% | 减仓 |
| 48 | HDB | Hdfc Bank Ltd-adr | -0.4% | -2.12% | 减仓 |
| 49 | WDAY | Workday Inc-class A | -0.4% | -23.35% | 减仓 |
| 50 | ADBE | Adobe Inc | -0.5% | -6.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Figure 8 Investment Strategies LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.2亿，共申报了 56 个公开持股仓位。
在 Q1 2026 季度，Figure 8 Investment Strategies LLC 按市值排列的前三大核心持股分别为：AAPL (6.4%)、GOOGL (5.5%)、MSFT (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AZN
市值: US$174.0万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$147.4万
在 Q1 2026 季度中，Figure 8 Investment Strategies LLC 共进行了 65 项持仓异动，包含新建仓 3 个仓位、加仓 18 个仓位、减仓 35 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。